First Manhattan’s UBS Group UBS Stock Holding History

First Manhattan’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,000	Closed	-$61.4K	–	1279
2024 Q1	$61.4K	Hold	2,000	–	–	﹤0.01%	840
2023 Q4	$61.8K	Hold	2,000	–	–	﹤0.01%	827
2023 Q3	$49.3K	Hold	2,000	–	–	﹤0.01%	868
2023 Q2	$40.5K	Sell	2,000 -506	-20%	-$10.2K	﹤0.01%	922
2023 Q1	$53.5K	Hold	2,506	–	–	﹤0.01%	905
2022 Q4	$46.8K	Buy	+2,506	New	+$42.6K	﹤0.01%	958
2021 Q3	–	Sell	-111	Closed	-$1K	–	1691
2021 Q2	$1K	Buy	+111	New	+$1.75K	﹤0.01%	1539
2020 Q3	–	Sell	-442	Closed	-$5K	–	1463
2020 Q2	$5K	Hold	442	–	–	﹤0.01%	1252
2020 Q1	$4K	Buy	+442	New	+$5.09K	﹤0.01%	1254

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan's UBS Position: Q2 2024 in Review

First Manhattan sold out of UBS Group (UBS) in Q2 2024, closing a stake of 2,000 shares — an estimated $61.4K sold.

First Manhattan first reported a position in UBS in Q1 2020 and held it in 9 quarters. The position peaked at $61.8K in Q4 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

First Manhattan reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 2,000 UBS Group shares in Q2 2024, an estimated $61.4K.
First Manhattan first reported a position in UBS Group in Q1 2020 and held it in 9 quarters.
First Manhattan's UBS Group position peaked at $61.8K in Q4 2023.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.